Silicon Stories#6: How To Get Rich Breaking Every Rule in Business
A hedge fund manager started Amazon.com as an online bookstore around the same time his former boss started tech magazine Cnet. Stock price just...
359 Views
Turnarounds: Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
763 Views
Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
696 Views
Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
383 Views
Thai-Coons (Ep. 3): RBS Logo...Seriously?
The Central Group logo looks suspiciously similar to RBS, but today, the Group is worth only slightly less than Scotland's banking icon. If...
548 Views